Lountzis Asset Management’s Essential Utilities WTRG Stock Holding History

Lountzis Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,191	Closed	-$214K	–	33
2022 Q1	$214K	Hold	4,191	–	–	0.12%	31
2021 Q4	$225K	Hold	4,191	–	–	0.13%	30
2021 Q3	$193K	Hold	4,191	–	–	0.12%	32
2021 Q2	$191K	Hold	4,191	–	–	0.12%	33
2021 Q1	$188K	Hold	4,191	–	–	0.12%	36
2020 Q4	$198K	Hold	4,191	–	–	0.15%	31
2020 Q3	$169K	Hold	4,191	–	–	0.15%	32
2020 Q2	$177K	Buy	+4,191	New	+$177K	0.17%	29

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lountzis Asset Management's WTRG Position: Q2 2022 in Review

Lountzis Asset Management sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 4,191 shares — an estimated $214K sold.

Lountzis Asset Management first reported a position in WTRG in Q2 2020 and held it in 8 quarters. The position peaked at $225K in Q4 2021. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Lountzis Asset Management reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
Lountzis Asset Management sold 4,191 Essential Utilities shares in Q2 2022, an estimated $214K.
Lountzis Asset Management first reported a position in Essential Utilities in Q2 2020 and held it in 8 quarters.
Lountzis Asset Management's Essential Utilities position peaked at $225K in Q4 2021.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Lountzis Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.